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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARMC
1726
American Research & Management Company
Massachusetts
$1.73M +$124 +2 +0%
JGC
1727
J. Goldman & Co
New York
$1.72M +$1.72M +27,600 New
MIC
1728
Meridian Investment Counsel
California
$1.71M -$77.7K -1,250 -4%
RSA
1729
Robertson Stephens Advisors
California
$1.71M +$1.71M +27,495 New
JWM
1730
Jacobus Wealth Management
Wisconsin
$1.71M -$67.1K -1,080 -4%
ACM
1731
Avalon Capital Management
California
$1.7M +$943K +15,183 +124%
SFFS
1732
Stonehage Fleming Financial Services
Jersey
$1.7M -$344K -5,530 -17%
DMC
1733
Drexel Morgan & Co
Pennsylvania
$1.7M – – –
CCM
1734
Carlson Capital Management
Minnesota
$1.69M -$26.5K -426 -2%
FCIM
1735
Fairview Capital Investment Management
California
$1.69M -$36.7K -590 -2%
BFG
1736
Beacon Financial Group
Texas
$1.69M -$71.9K -1,158 -4%
DLHL
1737
Donald L. Hagan LLC
Florida
$1.69M +$5.1K +82 +0.3%
SCA
1738
Stonebridge Capital Advisors
Minnesota
$1.68M -$49.5K -796 -3%
SMC
1739
S. Muoio & Co
New York
$1.68M – – –
WCM
1740
Wunderlich Capital Managemnt
Tennessee
$1.67M -$54K -870 -3%
MC
1741
Miles Capital
Iowa
$1.67M +$37.6K +605 +2%
SNBOSCI
1742
Security National Bank of Sioux City Iowa
Iowa
$1.67M -$7.02K -113 -0.4%
FM
1743
Forward Management
California
$1.67M -$34K -548 -2%
HH
1744
Hilltop Holdings
Texas
$1.66M +$4.6K +74 +0.3%
BIM
1745
Beach Investment Management
Pennsylvania
$1.66M +$1.66M +26,690 New
CCA
1746
Catalyst Capital Advisors
New York
$1.64M -$37.3K -600 -2%
BW
1747
Bison Wealth
Georgia
$1.64M -$49.9K -803 -3%
BCM
1748
Brown Capital Management
Maryland
$1.64M -$135K -2,165 -8%
SAMC
1749
Spectrum Asset Management (California)
California
$1.64M -$63.8K -1,027 -4%
MVA
1750
Mount Vernon Associates
Maryland
$1.62M -$24.9K -400 -2%
68 69
70
71 72